Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexis? Claim Your ProfileAlexis Kushner Helm is a financial advisor at Blackrock Investments, LLC. Alexis has over 10 years of experience in the financial services industry. Alexis is licensed to sell securities in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Alexis holds the Series 7TO, Series 6, and SIE licenses, as well as the Series 63 license.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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2
NY
11/24/2021 - Present
Blackrock Investments, LLC (NEW YORK NY)
PA
06/25/2010 - 02/29/2012
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 12/21/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/19/2021
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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